See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,561 | $59,535-26.8% | $90,160-51.7% | $62,292-30.1% |
| Participation rate | 55.7% | 73.0%-17.4pp | 76.9%-21.2pp | 69.5%-13.9pp |
| Annual return | 23.11% | 23.53%-0.4pp | 34.88%-11.8pp | 28.90%-5.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,659 | $4,639+0.4% | $5,288-11.9% | $3,169+47.0% |
| Admin fee / account holder | $1,451 | $337+331.1% | $5,943-75.6% | $479+202.8% |